Merrill Advisor Development Program - Financial Advisor: North Virginia Market

Bank of America Corporation; Wien; Presencial; EUR 63.000 - 108.000; Jornada completa

Descripción de la vacante

Bank of America's Merrill Wealth Management seeks a Financial Advisor to cultivate relationships with high-net-worth clients in Vienna. You will assess investment objectives, review goals, and prepare tailored recommendations, using Merrill's technology and the bank's resources to grow the business.

You will work in an in-office culture that emphasizes collaboration, professional development, and delivery of personalized wealth management solutions.

Formación

• Series 7 and 66 licenses required.
• Minimum of one year of investments industry experience.
• Minimum of one year in financial services or sales with goals met.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven listening, needs assessment, and solution recommendation ability.
• Ability to collaborate with team and partners.
• Proficiency in MS Word, PowerPoint, and Excel.

Responsabilidades

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, providing investment recommendations.
• Document client interactions in Salesforce.

Conocimientos

Series 7 & 66 licenses

Investment knowledge

Financial services sales

Interpersonal skills

Communication skills

Active listening

Team collaboration

MS Word/PowerPoint/Excel

Educación

Bachelor's degree

High School Diploma

Herramientas

Salesforce

CRM software

Descripción del empleo

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's financial objectives. Job expectations include driving initiatives to maximize impact to clients and prospects, assisting with the execution of business development plans, understanding guidance on privacy and regulatory matters.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
• Effective communication skills (written and verbal)
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Goal and results oriented with strong follow-through skills
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel

Desired Qualifications

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
• Track record of quickly learning and adapting to new technologies, systems, and digital tools
• Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

  Skills

  • Business Acumen
  • Business Development
  • Oral Communications
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Client Experience Branding
  • Client Investments Management
  • Portfolio Analysis
  • Risk Management
  • Active Listening
  • Client Solutions Advisory
  • Emotional Intelligence
  • Referral Management
  • Trading

  Minimum Education Requirement

  High School Diploma / GED / Secondary School or equivalent

  This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position